Wintrust Financial Corp
WTFC- Exchange
- Nasdaq
- Industry
- State Commercial Banks
- SEC CIK
- 0001015328
In the last 90 days, Wintrust Financial Corp insiders filed 0 open-market purchases and 1 sale; 600 institutions reported holding it in 13F filings for Q2 2026, worth $10.4B in total; no superinvestor holds it.
Other share classesWTFCN
13F holders, Q2 2023
Institutional positions in Wintrust Financial Corp as of Jun 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 350
- −35 vs. Q1 2023
- Shares held
- 57.0M
- +703.5K (+1.2%) vs. Q1 2023
- Total value
- $4.14B
- +$31.3M (+0.8%) vs. Q1 2023
- New holders
- 30
- 152 more added
- Sold out
- 65
- 112 more reduced
Compare with Q1 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WTFC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 600 | $10.4B |
| Q1 2026 | 558 | $8.96B |
| Q4 2025 | 527 | $9.00B |
| Q3 2025 | 478 | $8.44B |
| Q2 2025 | 471 | $8.03B |
| Q1 2025 | 454 | $7.26B |
| Q4 2024 | 445 | $7.88B |
| Q3 2024 | 419 | $6.61B |
| Q2 2024 | 397 | $5.73B |
| Q1 2024 | 388 | $6.12B |
| Q4 2023 | 396 | $5.39B |
| Q3 2023 | 349 | $4.31B |
| Q2 2023 | 350 | $4.14B |
| Q1 2023 | 385 | $4.11B |
| Q4 2022 | 396 | $4.71B |
| Q3 2022 | 354 | $4.49B |
| Q2 2022 | 351 | $4.51B |
| Q1 2022 | 351 | $4.83B |
| Q4 2021 | 332 | $4.68B |
| Q3 2021 | 306 | $4.12B |
| Q2 2021 | 297 | $3.90B |
| Q1 2021 | 298 | $3.94B |
Institutions, Q2 2023
Shares, value and share of portfolio for each institution holding Wintrust Financial Corp; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 7,336 | $532.8K | 0.00% | +126+1.7% | Added |
| Pictet Asset Management SA | 7,219 | $524.2K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 7,203 | $523.1K | 0.00% | +1,000+16.1% | Added |
| Cresset Asset Management, LLC | 7,111 | $516.4K | 0.00% | +3,648+105.3% | Added |
| Pearl River Capital, LLC | 7,012 | $509.2K | 0.08% | −817−10.4% | Reduced |
| Creative Planning | 6,774 | $491.9K | 0.00% | +3,214+90.3% | Added |
| First Republic Investment Management, Inc. | 6,756 | $490.6K | 0.00% | +3,538+109.9% | Added |
| Gsa Capital Partners LLP | 6,492 | $471.0K | 0.05% | −5,189−44.4% | Reduced |
| Squarepoint Ops LLC | 6,420 | $466.2K | 0.00% | +6,420 | New |
| Occudo Quantitative Strategies LP | 6,386 | $463.8K | 0.05% | +6,386 | New |
| MPS Loria Financial Planners, LLC | 6,315 | $458.6K | 0.17% | +343+5.7% | Added |
| M&T Bank Corp | 6,307 | $458.4K | 0.00% | −466−6.9% | Reduced |
| CSS LLC | 6,284 | $456.3K | 0.04% | 00.0% | Unchanged |
| Pitcairn Co | 6,211 | $451.0K | 0.04% | −87−1.4% | Reduced |
| Aurora Investment Counsel | 5,982 | $434.4K | 0.28% | +5,982 | New |
| Relative Value Partners Group, LLC | 5,971 | $433.6K | 0.03% | +3,093+107.5% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 5,514 | $427.6K | 0.23% | +626+12.8% | Added |
| Barr E S & Co | 5,850 | $424.8K | 0.03% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 5,740 | $416.8K | 0.00% | +100+1.8% | Added |
| CX Institutional | 5,648 | $410.2K | 0.02% | −13,616−70.7% | Reduced |
| Neuberger Berman Group LLC | 5,599 | $406.6K | 0.00% | −53,797−90.6% | Reduced |
| Prudential PLC | 5,430 | $394.3K | 0.00% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 5,401 | $392.2K | 0.01% | −100−1.8% | Reduced |
| Russell Investments Group, Ltd. | 5,378 | $390.5K | 0.00% | −4,934−47.8% | Reduced |
| MML Investors Services, LLC | 5,373 | $390.0K | 0.00% | +2,033+60.9% | Added |
| Shell Asset Management Co | 5,284 | $384.0K | 0.02% | −30−0.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 5,235 | $380.2K | 0.00% | +1,700+48.1% | Added |
| Cetera Advisor Networks LLC | 5,193 | $377.1K | 0.00% | +12+0.2% | Added |
| Advisor Group Holdings, Inc. | 5,182 | $377.1K | 0.00% | +283+5.8% | Added |
| Gator Capital Management, LLC | 5,101 | $370.4K | 0.26% | +5,101 | New |
| US Bancorp | 5,093 | $369.9K | 0.00% | −30,092−85.5% | Reduced |
| IHT Wealth Management, LLC | 5,089 | $369.6K | 0.02% | +3+0.1% | Added |
| Telemus Capital, LLC | 5,070 | $368.2K | 0.03% | +1,854+57.6% | Added |
| Strategic Wealth Designers | 5,003 | $363.3K | 0.06% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 4,843 | $352.0K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 4,780 | $347.0K | 0.00% | +887+22.8% | Added |
| Crossmark Global Holdings, Inc. | 4,007 | $338.0K | 0.01% | −684−14.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 4,568 | $332.0K | 0.00% | −184−3.9% | Reduced |
| Inspirion Wealth Advisors, LLC | 4,419 | $320.9K | 0.06% | +763+20.9% | Added |
| Maryland State Retirement & Pension System | 4,350 | $315.9K | 0.01% | 00.0% | Unchanged |
| CWM Advisors, LLC | 4,314 | $313.3K | 0.04% | +580+15.5% | Added |
| Wintrust Investments LLC | 4,290 | $312.0K | 0.03% | +4,290 | New |
| Intrust Bank NA | 4,260 | $309.4K | 0.04% | −2,087−32.9% | Reduced |
| United Capital Financial Advisers, LLC | 4,248 | $308.5K | 0.00% | −126−2.9% | Reduced |
| Western Pacific Wealth Management, LP | 4,212 | $305.9K | 0.23% | +500+13.5% | Added |
| HSBC Holdings PLC | 4,062 | $295.2K | 0.00% | −14,963−78.6% | Reduced |
| Profund Advisors LLC | 4,058 | $294.7K | 0.02% | −686−14.5% | Reduced |
| Pathstone Family Office, LLC | 3,999 | $290.4K | 0.00% | −220−5.2% | Reduced |
| Coldstream Capital Management Inc | 3,879 | $281.7K | 0.01% | +266+7.4% | Added |
| Pekin Hardy Strauss, Inc. | 3,750 | $272.3K | 0.04% | +3,750 | New |
| Strategic Investment Solutions, Inc. | 4,129 | $270.0K | 0.06% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 3,602 | $261.6K | 0.03% | −311−7.9% | Reduced |
| ProShare Advisors LLC | 3,575 | $259.6K | 0.00% | −40−1.1% | Reduced |
| Paragon Capital Management Ltd | 3,562 | $258.7K | 0.06% | +3,562 | New |
| Mitsubishi UFJ Trust & Banking Corp | 3,523 | $255.8K | 0.00% | +284+8.8% | Added |
| PL Capital Advisors, LLC | 3,500 | $254.2K | 0.10% | 00.0% | Unchanged |
| Laffer Tengler Investments | 3,287 | $238.7K | 0.06% | +8+0.2% | Added |
| Utah Retirement Systems | 3,200 | $232.4K | 0.00% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 3,184 | $231.0K | 0.01% | −38−1.2% | Reduced |
| Bessemer Group Inc | 3,093 | $225.0K | 0.00% | −108−3.4% | Reduced |
| Rothschild Investment Corp | 3,083 | $224.0K | 0.02% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 3,074 | $223.2K | 0.00% | −804−20.7% | Reduced |
| Trifecta Capital Advisors, LLC | 3,071 | $223.0K | 0.07% | 00.0% | Unchanged |
| Headlands Technologies LLC | 3,068 | $222.8K | 0.07% | +3,068 | New |
| American Trust | 3,065 | $222.6K | 0.02% | −371−10.8% | Reduced |
| Old National Bancorp | 3,057 | $222.0K | 0.01% | +3,057 | New |
| Vise Technologies, Inc. | 3,034 | $220.3K | 0.05% | +3,034 | New |
| Shelton Capital Management | 3,023 | $219.5K | 0.01% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 3,016 | $219.0K | 0.00% | −8,914−74.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 3,001 | $217.9K | 0.00% | −26−0.9% | Reduced |
| Advisory Services Network, LLC | 3,001 | $217.9K | 0.01% | +2,307+332.4% | Added |
| Arcataur Capital Management LLC | 3,000 | $217.9K | 0.09% | +3,000 | New |
| Plante Moran Financial Advisors, LLC | 2,959 | $214.9K | 0.03% | +1,195+67.7% | Added |
| Signaturefd, LLC | 2,875 | $208.8K | 0.01% | +837+41.1% | Added |
| Van Strum & Towne Inc. | 2,870 | $208.4K | 0.09% | 00.0% | Unchanged |
| Gradient Investments LLC | 2,382 | $173.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,241 | $162.7K | 0.02% | +1,020+83.5% | Added |
| State of Wyoming | 1,653 | $120.0K | 0.04% | +527+46.8% | Added |
| Harbor Capital Advisors, Inc. | 1,589 | $115.4K | 0.02% | +1,589 | New |
| Steward Partners Investment Advisory, LLC | 1,559 | $113.2K | 0.00% | +4+0.3% | Added |
| TSFG, LLC | 1,560 | $113.0K | 0.04% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 1,500 | $108.9K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,081 | $79.0K | 0.02% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,000 | $72.6K | 0.00% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 891 | $64.7K | 0.00% | +341+62.0% | Added |
| TD Private Client Wealth LLC | 866 | $62.9K | 0.00% | +61+7.6% | Added |
| Parkside Financial Bank & Trust | 845 | $61.4K | 0.01% | +77+10.0% | Added |
| Covestor Ltd | 845 | $61.0K | 0.05% | +380+81.7% | Added |
| Group One Trading, L.P. | 818 | $59.4K | 0.00% | +818 | New |
| Whittier Trust Co of Nevada Inc | 677 | $49.2K | 0.00% | −156−18.7% | Reduced |
| Stephenson National Bank & Trust | 645 | $46.8K | 0.03% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 607 | $44.1K | 0.00% | +27+4.7% | Added |
| Huntington National Bank | 555 | $40.3K | 0.00% | −150−21.3% | Reduced |
| CWM, LLC | 504 | $37.0K | 0.00% | −17−3.3% | Reduced |
| Whittier Trust Co | 493 | $35.8K | 0.00% | −2,672−84.4% | Reduced |
| Lindbrook Capital, LLC | 458 | $33.3K | 0.00% | +39+9.3% | Added |
| Acadian Asset Management LLC | 433 | $31.0K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 400 | $29.0K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 393 | $29.0K | 0.00% | +66+20.2% | Added |
| Private Trust Co NA | 385 | $28.0K | 0.00% | −19−4.7% | Reduced |